Ruben
Rivas

Robert W. Baird & Co. Inc

CRD#6277242
Investment Advisor
in Milwaukee, WI

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About this Advisor

Ruben Rivas is a financial advisor working out of Milwaukee, Wisconsin, with a total of nine years of experience as a financial advisor. Rivas is currently employed by Robert W. Baird & Co. Inc. Throughout their career, they have worked at Robert W. Baird & Co, Alsac/St. Jude Children'S Research Hospital, State Of Wisconsin - Department Of Children And Families, Ywca Of Greater Milwaukee and Milwaukee Area Workforce Investment Board. Rivas maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Robert W. Baird & Co. Inc is an advisory business based out of Milwaukee, Wisconsin. It has offices in 95 locations and a total of 2,622 people on staff. It controls $140 billion in total assets between its 156,595 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 725 charitable organizations. Of its 156,595 customer accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees are based on which services are provided. However, fee types billed by Robert W. Baird & Co. Inc most likely consist of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

777 East Wisconsin Ave
Milwaukee, WI 53202

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

WI Average: $2,826,565,184
Total Number of Employees

2,622

WI Average: 43
Total Number of Accounts

156,595

WI Average: 1,898
Average Account Size

$895,664

WI Average: $1,489,234

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ruben Rivas Work History

Ruben has 10 years of experience.

2016 - Present (4 years)

Robert W. Baird & Co

2013 - 2016 (3 years)

Robert W. Baird & Co

2011 - 2013 (2 years)

Alsac/St. Jude Children'S Research Hospital

2010 - 2011 (1 year)

State Of Wisconsin - Department Of Children And Families

2010 - 2010 (< 1 year)

Ywca Of Greater Milwaukee

2010 - 2010 (< 1 year)

Milwaukee Area Workforce Investment Board

Disclosures

Ruben Rivas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Nicholas Gomez
Milwaukee, WI
Preston Daniells
Grass Valley, CA
Joshua Mills
Cedar Rapids, IA
Julie Tapke
Covington, KY
Jennifer Le Clair-Bemis
Sheboygan, WI
Casi Jones
Seattle, WA
John Brooks
Lexington, KY
Richard Tapke
Covington, KY

This content was compiled from the SEC and FINRA.

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